DoorDash

Today, we shared our Q3 2026 financial results and highlights from our work to bring more ways to shop, grow, and earn locally. From the weekly grocery run to a last-minute purchase, we want to help people tackle more of their everyday errands. This quarter, we expanded our grocery and retail selection through new partnerships with Costco Wholesale, Macy's, Gap Inc., and more, connecting consumers to more of the stores they love. We also invested in helping restaurants grow, whether their customers dine in or order at home. DoorDash Reservations grew 340% quarter-over-quarter in its existing U.S. geographies, helping people discover more local restaurants. For operators, that means more opportunities to welcome guests through their doors and turn a first visit into a lasting customer relationship. And ICYMI, we announced our intent to acquire Instacart to help stores of every size reach more customers with the kind of tools the biggest retailers build for themselves. We’re proud of our progress, and are heads down to continue building for the consumers, merchants, and Dashers who rely on us! Read our full release here: https://lnkd.in/euadZgEq For important additional information regarding the Instacart transaction, read more here: https://lnkd.in/eRKAuame

Today we’re announcing DoorDash’s intent to acquire Instacart. Both DoorDash and Instacart share a mission to help local businesses succeed. Together, the combined company would offer grocers and retailers of every size DoorDash's delivery network and Instacart’s grocery and fulfillment technology, in both apps and on stores' own websites, along with the advertising and AI tools each company has built. Consumers could have more stores to choose from and more savings when they choose to shop with a local business, and Dashers and Shoppers would have more ways to earn. Until closing, DoorDash and Instacart will keep operating as separate, independent companies. For important additional information, read more here: https://lnkd.in/eRKAuame

We’ve brought reinforcement learning into DoorDash’s real-time dispatch system to improve batching efficiency while maintaining delivery quality. Trained offline on delayed marketplace outcomes, our RL policy adjusts dispatch objective weights for each merchant. Our existing optimizer handles feasibility and operational constraints. Authors Haochen W., Yi H., and Ryan Xie share the engineering behind this deployment. The work was also presented at the ICML 2026 RLxF workshop. Read the engineering story: https://lnkd.in/gQ4xPjfi

How do you scale real-time dispatch when demand can exceed processing capacity by nearly 4x? DoorDash engineers rearchitected our dispatch platform from a centralized execution model into a distributed, horizontally scalable system designed for real-time logistics optimization. The new architecture delivers 10x greater throughput, keeps dispatch fast and predictable at peak volume, and creates a foundation for more advanced ML and reinforcement learning in the dispatch loop. In this engineering deep dive, we share how we approached distributed compute, hierarchical decomposition, shadow testing, and production rollout for one of DoorDash’s most latency-sensitive systems. Read the full post: https://lnkd.in/gCaqbmVs

The best marketing leaders make you see a brand differently and Gina Igwe has transformed how DoorDash shows up in everything from the Super Bowl to the holidays, and today, we’re proud to celebrate Gina as one of this year’s Ad Age’s 40 Under 40 honorees. 🎉 As DoorDash’s VP of Brand, Creative and Consumer Marketing, Gina connects brand building with business building, while creating brand fandom and culture along the way. DoorDash is lucky to have a leader with consumer instinct, creative conviction and courage. Gina brings all three every day, along with a commitment to giving the people around her room to do their best work. Congratulations, Gina! https://lnkd.in/eS25mZFY

Next week, merchants, brands and agencies from 30+ countries across EMEA will join us in Copenhagen for our Discover! Advertising Summit Leaders from DoorDash, Wolt, Deliveroo will come together with our partners to explore how we can plan globally and win locally Look forward to the conversations, ideas, and partnerships that come next 🚀 #CommerceMedia #WoltAds #DoorDashAds #DeliverooAds

Calling all aspiring Machine Learning Engineers 🚨 Our Summer 2027 Machine Learning Internship roles are officially live! If you’re excited about building impactful ML systems alongside talented engineers, we’d love to hear from you. Apply here:  https://lnkd.in/dkdSeuFb Come build the future of local commerce with us. 🧠

This week at the Fortune Most Powerful Women Summit, DoorDash Chief Corporate Affairs Officer Elizabeth Jarvis-Shean joined fellow business leaders for a conversation on putting AI into practice while always keeping customers at the center. Alongside Arm's Chief Marketing Officer Ami Badani and Yum! Brands Chief Legal Officer & Corporate Secretary Erika Burkhardt, the group talked openly about how to use AI to improve the experience for your customers and employees, while learning from both successes and setbacks. At DoorDash, that means scaling AI with a relentless focus on making ordering more convenient for consumers, helping merchants grow their businesses, and making it easier for Dashers to earn. Thank you to Fortune and Kristin Stoller for hosting us!